[vc_row el_class="post-content"][vc_column][outlined-text outlined_text="Say the" outlined_text_color="white" outline_color="black" normal_text="Right Thing:" normal_text_color="black" heading_tag="h1" extra_class="post-heading"][vc_column_text el_class="post-subheading"]

A Podcast on Mastering PR & Marketing

[/vc_column_text][vc_column_text][get-user-data][/vc_column_text][vc_column_text el_class="post-body"]For a job that inherently deals with constant change, from fluctuating markets to the unpredictable life events, the role of a financial advisor is one that is often steeped in tradition. Tradition is outdated. As in nearly all other aspects of life, technology has changed the way that clients and potential leads interact with businesses. While many financial advisors have built their business on networking within established social circles, or through client referrals, that type of organic growth is swiftly falling by the wayside of taxi cabs and payphones: it’s becoming archaic. Before you counter with, “But that rapport is why my clients have stuck around for 35 years!” I want to make clear that relationships are still very much central to being a successful advisor. But it is much more common for a prospect to have Googled you and taken a deep look at your website before ever requesting that first meeting. The prospect is in control of the initial relationship, and many advisors are having difficulty adjusting. That’s where PR and marketing come in.